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Chasson Group, Inc. (Manhattan)


Chasson Group, Inc. is a large advisory firm based in Manhattan. It manages $120.5 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

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Chasson Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security ratings or pricing services, educational seminars and workshops, and advice on matters not involving securities. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Chasson Group: assets under management

The assets under management (AUM) of Chasson Group, Inc. is $120.5 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $3.5 million in discretionary accounts and $117 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $388.89 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $39 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Chasson Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, subscription fees, fixed fees, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Manhattan

The principal office where Chasson Group, Inc. performs its advisory services is located at 630 3 Rd Avenue, Manhattan, NY 10016, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 1-212-685-1704 or by fax 1-516-908-3668. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.chassongroup.com.


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